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OPEN A REAL ESTATE IRA
- Copy of Government Issued ID or Passport
- Color copy of Social Security Card
- Latest Account Statement
- Download Kit and Funding Form
- Complete Documents and up load them
Need Help? We Got You Covered
- Send us a message on the home page and a representative will contact you.
Transfer Form: use when transferring funds and/or assets from an IRA at another Custodian directly to your IRA with IRA Resources
Rollover/Direct Rollover Form: use when you take a distribution from an IRA and are sending over funds and/or assets to IRA Resources within 60 days OR you are moving money from an Employer Sponsored plan to as a Direct Rollover.
Deposit Coupon: use when contributing new money to your IRA account.
Once your self-directed account has been funded you will be able to make investments.